Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,544 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
2,589
shares
|
$516,350
0.34% of portfolio
|
Q3 2024
Added 11.5%
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
2,582
shares
|
$514,954
0.16% of portfolio
|
Q3 2024
Reduced 32.34%
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,580
shares
|
$514,555
0.01% of portfolio
|
Q3 2024
Added 29.97%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,575
shares
|
$513,558
0.1% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,568
shares
|
$512,161
0.86% of portfolio
|
Q2 2022
Added 1.06%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,548
shares
|
$508,173
0.12% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,546
shares
|
$507,774
0.04% of portfolio
|
Q3 2024
Added 60.53%
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,528
shares
|
$504,184
0.32% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,525
shares
|
$503,586
0.25% of portfolio
|
Q3 2024
Added 0.2%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,503
shares
|
$499,198
0.1% of portfolio
|
Q2 2022
Added 19.02%
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,455
shares
|
$489,625
0.11% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,454
shares
|
$489,425
0.38% of portfolio
|
Q3 2022
Reduced 95.25%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,446
shares
|
$487,830
0.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,445
shares
|
$487,630
0.03% of portfolio
|
Q3 2024
Added 14.79%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
2,440
shares
|
$486,633
0.39% of portfolio
|
Q4 2022
New holding
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
2,428
shares
|
$484,240
0.22% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,416
shares
|
$481,847
0.2% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,414
shares
|
$481,448
0.33% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,405
shares
|
$479,653
0.11% of portfolio
|
Q2 2024
Reduced 53.48%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,400
shares
|
$478,656
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
2,399
shares
|
$478,456
0.13% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,392
shares
|
$477,060
0.16% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,389
shares
|
$476,462
0.01% of portfolio
|
Q3 2024
Added 20.23%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,374
shares
|
$473,470
0.17% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
2,371
shares
|
$472,872
0.02% of portfolio
|
Q2 2024
Reduced 20.99%
|